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Liquidity Services

101 hedge funds and large institutions have $174M invested in Liquidity Services in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 44 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 32

23% more capital invested

Capital invested by funds: $142M → $174M (+$32.2M)

2% more funds holding

Funds holding: 99101 (+2)

0.38% more ownership

Funds ownership: 69.4%69.78% (+0.38%)

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
8
Increased
44
Reduced
32
Closed
5
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
+$11K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.8M +$200K +28,948 +0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$17.4M +$82.2K +11,900 +0.5%
SCA
3
STALEY CAPITAL ADVISERS
Pennsylvania
$16M -$528K -76,412 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.9M +$393K +56,945 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$12.2M -$34.7K -5,029 -0.3%
2L
6
22NW LP
Washington
$6.88M -$82.2K -11,900 -1%
HP
7
Harvey Partners
New York
$6.74M +$4.16M +601,971 +195%
ACB
8
Aristotle Capital Boston
Massachusetts
$6.58M +$408K +59,068 +7%
RAM
9
Roumell Asset Management
Maryland
$6.06M +$430K +62,280 +8%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$5.42M +$983K +142,281 +24%
State Street
11
State Street
Massachusetts
$5M +$5.21K +755 +0.1%
HAM
12
Harber Asset Management
North Carolina
$4.3M -$923K -133,680 -19%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$3.27M +$210K +30,343 +7%
Northern Trust
14
Northern Trust
Illinois
$2.89M +$132K +19,164 +5%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.63M +$10K +1,450 +0.4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$2.62M +$30.2K +4,365 +1%
GIM
17
Granahan Investment Management
Massachusetts
$2.44M -$180K -25,991 -7%
Invesco
18
Invesco
Georgia
$2.12M -$287K -41,481 -13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.09M -$65K -9,411 -3%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$1.66M
Boston Partners
21
Boston Partners
Massachusetts
$1.65M -$778K -112,560 -34%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.57M -$17.8K -2,580 -1%
Charles Schwab
23
Charles Schwab
California
$1.22M +$198K +28,704 +21%
Ameriprise
24
Ameriprise
Minnesota
$1.1M -$29.6K -4,280 -3%
PPA
25
Parametric Portfolio Associates
Washington
$1.04M +$68.9K +9,974 +8%

LQDT Hedge Fund Activity: Q3 2019 in Review

101 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Liquidity Services (LQDT) for Q3 2019, worth a combined $174M — up 23% from $142M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LQDT positions and 5 closed out — a net gain of 3 holders — while 44 added to existing stakes and 32 trimmed.

The largest buyer was Harvey Partners, adding an estimated $4.16M. The largest seller was Atom Investors, exiting entirely with an estimated $2.84M sold.

  • 101 institutional investors held Liquidity Services (LQDT) as of Q3 2019, up from 99 in Q2 2019.
  • Funds reported $174M of Liquidity Services stock for Q3 2019, up 23% quarter-over-quarter.
  • 8 funds opened new Liquidity Services positions in Q3 2019 and 5 closed out, a net change of +3 holders.
  • The largest Liquidity Services buyer in Q3 2019 was Harvey Partners, an estimated $4.16M added.
  • The largest Liquidity Services seller in Q3 2019 was Atom Investors, an estimated $2.84M sold.

Based on aggregated 13F filings for Q3 2019.